Company Reports

Graco's second-quarter adjusted EPS of $0.91 beat the FactSet consensus estimate by $0.10. Sales increased by 3% from the prior-year period, driven by acquisitions, as a 1% organic sales decline was offset by a 1% currency translation tailwind.

Graco is a wide-moat industrial firm that has consistently delivered returns on invested capital above 20%. The company differentiates itself by manufacturing specialized products that handle difficult-to-move liquids, often used for niche applications where competition is limited. The firm offers a wide array of products, including pumps used to move peanut butter or caramel, automotive paint spray systems, and injection pumps for the oil and gas industry.

Graco's fourth-quarter adjusted EPS of $0.70 missed the FactSet consensus estimate by $0.08. Management continues to expect full-year organic revenue growth in the low single digits on a constant-currency basis.

Graco is a wide-moat industrial firm that has consistently delivered returns on invested capital above 20%. The company differentiates itself by manufacturing specialized products that handle difficult-to-move liquids, often used for niche applications where competition is limited. The firm offers a wide array of products, including pumps used to move peanut butter or caramel, automotive paint spray systems, and injection pumps for the oil and gas industry.

Graco is a wide-moat industrial firm that has consistently delivered returns on invested capital above 20%. The company differentiates itself by manufacturing specialized products that handle difficult-to-move liquids, often used for niche applications where competition is limited. The firm offers a wide array of products, including pumps used to move peanut butter or caramel, automotive paint spray systems, and injection pumps for the oil and gas industry.

Graco's fourth-quarter adjusted EPS of $0.77 increased by 20% year over year and came in a penny above the FactSet consensus estimate. For full-year 2026, management anticipates organic revenue growth in the low single digits on a constant-currency basis.

Graco is a wide-moat industrial firm that has consistently delivered returns on invested capital above 20%. The company differentiates itself by manufacturing specialized products that handle difficult-to-move liquids, often used for niche applications where competition is limited. The firm offers a wide array of products, including pumps used to move peanut butter or caramel, automotive paint spray systems, and injection pumps for the oil and gas industry.

Graco's third-quarter organic revenue decreased 2% year over year due to soft global construction trends, especially in North America. Adjusted net earnings remained roughly flat from the prior-year period.

Graco's second-quarter net sales grew 3% year over year, but adjusted net earnings fell by 4% due to higher component costs driven by tariffs. Despite sluggish second-quarter contractor sales, management continues to expect full-year revenue growth in the low single digits.

Graco is a wide-moat industrial firm that has consistently delivered returns on invested capital above 20%. The company differentiates itself by manufacturing specialized products that handle difficult-to-move liquids, often used for niche applications where competition is limited. The firm offers a wide array of products, including pumps used to move peanut butter or caramel, automotive paint spray systems, and injection pumps for the oil and gas industry.

Wide-moat-rated Graco started the year with a solid first quarter, delivering an 8% year-over-year increase in adjusted EPS. We’ve maintained our $7 fair value estimate, as our slightly more conservative near-term projections due to tariff-related uncertainty were offset by time value of money.

Graco is a wide-moat industrial firm that has consistently delivered returns on invested capital above 20%. The company differentiates itself by manufacturing specialized products that handle difficult-to-move liquids, often used for niche applications where competition is limited. The firm offers a wide array of products, including pumps used to move peanut butter or caramel, automotive paint spray systems, and injection pumps for the oil and gas industry.

Wide-moat-rated Graco’s fourth-quarter adjusted EPS of $0.64 fell $0.15 short of our expectations. Nonetheless, we view headwinds in China and in the semiconductor market as temporary, and we’ve kept our long-term projections largely unchanged. After rolling our model forward one year, we’ve slightly raised our fair value estimate to $79 per share from $78, mostly due to time value of money.

Graco is a wide-moat industrial firm that has consistently delivered returns on invested capital above 20%. The company differentiates itself by manufacturing specialized products that handle difficult-to-move liquids, often used for niche applications where competition is limited. The firm offers a wide array of products, including pumps used to move peanut butter or caramel, automotive paint spray systems, and injection pumps for the oil and gas industry.

Graco is a wide-moat industrial firm that has consistently delivered returns on invested capital above 20%. The company differentiates itself by manufacturing specialized products that handle difficult-to-move liquids, often used for niche applications where competition is limited. The firm offers a wide array of products, including pumps used to move peanut butter or caramel, automotive paint spray systems, and injection pumps for the oil and gas industry.

Wide-moat-rated Graco's third-quarter adjusted EPS decreased by 7% year over year, driven by soft demand, particularly in Asia Pacific, and higher operating expenses. Management said on the call that the decline in revenue in China accounted for over 90% of Graco's overall revenue decrease in the quarter. We've maintained our $78 fair value estimate, as our slightly lower near-term revenue growth projections were offset by time value of money.

Wide-moat-rated Graco reported solid second-quarter results, as its adjusted EPS of $0.77 came in a penny above the FactSet consensus estimate. We are maintaining our $78 per share fair value estimate, as our slightly more reduced near-term revenue growth forecast was offset by time value of money. We see shares as fairly valued at current levels.

Graco is a wide-moat industrial firm that has consistently delivered returns on invested capital above 20%. The company differentiates itself by manufacturing specialized products that handle difficult-to-move liquids, often used for niche applications where competition is limited. The firm offers a wide array of products, including pumps used to move peanut butter or caramel, automotive paint spray systems, and injection pumps for the oil and gas industry.

Wide-moat-rated Graco posted disappointing first-quarter results, as its net sales of $492 million and adjusted EPS of $0.65 both fell short of the FactSet consensus estimates of $536 million and $0.74, respectively. We’ve lowered our fair value estimate to $78 from $80, which reflects our more muted near-term revenue growth and operating margin projections, partially offset by time value of money. The stock fell nearly 7% following the earnings release on April 25 and is now trading in 3-star territory.

Graco is a wide-moat industrial firm that has consistently delivered returns on invested capital above 20%. The company differentiates itself by manufacturing specialized products that handle difficult-to-move liquids, often used for niche applications where competition is limited. The firm offers a wide array of products, including pumps used to move peanut butter or caramel, automotive paint spray systems, and injection pumps for the oil and gas industry.